Bespoke wealth planning, wherever life takes you
As a private family-owned bank, we appreciate the importance of managing life’s uncertainties and preserving wealth at every step of your financial journey. From wealth transfer strategies and mobility planning, to cutting through complexity in tax, legal and regulatory regimes, discover UBP’s exclusive wealth planning expertise.
At UBP, we understand that your financial journey is as unique as you are. From specific rather than generic guidance to protecting what matters to you and your family, our dedicated experts are here to help you making the right choices and to guide you at every step of your investment journey. With a global presence, we ensure your goals and aspirations receive consistent support wherever life takes you.
Our proactive approach allows you to fully benefit from our extensive investment expertise, ensuring the protection, growth, and long-term stewardship of your wealth across generations.
Edgar de Picciotto, Founder of UBP"Managing a family-owned private bank has enabled us to acquire a better understanding of the responsibilities and complexities that the management of family wealth implies."
Wealth planning solutions: from tax suitability to wealth structuring
Our wealth planning services are designed to support you through key life and business events, helping you to optimise tax suitability, grow your wealth, and secure it for future generations. We work closely with your personal advisors and trusted external experts to provide tailored solutions that align with your unique financial goals and circumstances.
Tailored, tax-efficient wealth management solutions
Take control of your financial future with our advisory-based and market specific wealth planning services, which are designed to pinpoint areas of risk and identify planning opportunities that fit your needs and circumstances.
Relocation and cross-border challenges
Navigate the complexity of international mobility and cross-border financial matters with our multi-jurisdictional team of experts who are ready to share their knowledge and expertise across the entire wealth planning spectrum.
Entrepreneurial investment strategies
We believe in a tailor-made approach, in agility, in conviction and dedication to support you at every stage of your investment journey, whether you're preparing for an exit, managing wealth after a liquidity event, or exploring global investment opportunities.
Next generation wealth transition
There are many family-related events that may have an impact on entitlement to a family’s wealth. Ensuring a smooth transition of your wealth to your intended beneficiaries provides tremendous peace of mind. There are a range of ways to hold and manage wealth and these need to be aligned with your values and vision.
Discuss your wealth planning journey with us
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UBP: your dedicated private bank
We understand that building and preserving wealth demands vision, agility, and trust, that’s why our approach is tailored to address a wide range of needs, from managing businesses to planning for relocation, legacy, and the next generation, and providing the expertise and stability you can rely on to achieve your aspirations.
From our family to yours: a legacy of trust
As a family-owned bank founded by entrepreneurs, we value long-term relationships and shared principles. Our independence empowers us to prioritise your needs, delivering personalised solutions with unwavering commitment to trust and continuity.
International presence, Swiss excellence
With more than 30 locations in key financial hubs worldwide, we combine global insights with local expertise. We are here to support your goals and next steps, wherever they take you.
Swift decisions: agility aligned with your pace
We know the importance of timing. Our efficient structure enables us to make quick and effective decisions, providing you with the support you need exactly when it counts.
Trusted financial strength
Our financial strength reflects our stability and dependability. Backed by a Moody’s long-term deposit rating of Aa2 and a robust Tier 1 ratio of 23.1%, we offer the security and assurance you can trust to protect your wealth.
Our expertise, services, and locations are consistently recognised with industry awards, highlighting the quality and depth of our offerings.
